Financial Advisor in Bourges
Wealth management, investment, tax optimization, and life insurance – We help you reduce your tax burden and improve your financial performance.
Our financial expertise
Wealth management
We are specialized in property investments and we are equipped to support you in your property portfolio oversight.
Financial investment
Grow and spread your wealth with top-tier investment solutions, including stocks, real estate investment trusts, private equity, and other options tailored to your financial objectives.
Tax optimization and reduction
Optimize your taxation with advantageous tax schemes such as Censi-Bouvard, PME investments, and other personalized strategies to optimize your taxation while securing your wealth.
Insurance & financial protection
Protect your financial future and your family’s well-being with customized solutions, including estate protection, income security, healthcare solutions, and family security, in collaboration with our carefully selected experts.
What our clients say
Officially Accredited
With over 400 businesses accompanied monthly, we are officially accredited by the French tax authorities to submit electronic tax filings, ensuring rigorous and fully compliant accounting services.
Get in touch!
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Contact
For general inquiries, please visit our blog or watch our YouTube videos.
Why choose French Tax Online as your financial advisor in Bourges?
At French Tax Online, we are committed to being your trusted partner for financial and tax management in France. With a proven track record and a team led by three certified chartered accountants, we guide our clients in making strategic financial decisions with integrity, transparency, and efficiency.
Our team behind the door.
Our Vision.
We aim to be the most reliable tax reference partner for foreigners in France.
Our Mission.
Our mission is to build customer relationships founded on commitment, integrity, and mutual trust.
We offer our customers a high level of expertise and service quality, ensuring that they feel valued and unnecessary costs are minimized.
FAQ: Financial advisor in Bourges
Why hire a financial advisor in Bourges?
The choices you make regarding your finances today can have a significant influence over time on your fiscal status and asset planning. A financial advisor in Bourges helps you make informed decisions and anticipate the best strategies for your assets.
With deep expertise in the French tax system, especially for non-residents and international clients, a tax and wealth specialist delivers custom guidance to maximize your financial potential while minimizing risks. Whether you want to lower your fiscal exposure, secure your future, or build a solid wealth structure, we accompany you throughout the process.
What is the cost of wealth management advice?
Our consultation fee is €700 per hour. At FTO, we provide straightforward, results-driven guidance. A sound and expertly crafted financial plan can deliver meaningful financial benefits over time.
How does a consultation with FTO work?
A session with our wealth management specialists follows a structured approach to ensure personalized and effective support:
During the introductory session, we take the time to understand your priorities, tax situation, and investment plans. Whether it’s minimizing your tax burden, property acquisition, international mobility, or asset structuring, this step lays the foundation for our advice.
After analyzing your situation, our advisor presents customized solutions. We explain the available options, potential tax benefits, and necessary precautions to minimize risk.
Once the strategy is defined, we support you in applying them, including paperwork, investment choices, and declaring your taxes efficiently.
Depending on your needs, we offer continuous support to refine your financial plan according to market changes, tax reforms, or your life circumstances. Our experts ensure that your decisions remain aligned with your financial objectives.
Can I get a free consultation?
Our consultations are paid to guarantee high-quality, personalized service. Each analysis is carefully conducted by an expert who reviews your case in detail to provide recommendations tailored to your specific situation.
You can also get an initial 15 minute free consultation with our sales director to understand your situation and ensure our service is right for you. Click here to book it now.